YorkBridge Wealth Partners’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-922
| Closed | -$21K | – | 371 |
|
|
2019
Q2 | $21K | Hold |
922
| – | – | 0.01% | 467 |
|
|
2019
Q1 | $27K | Hold |
922
| – | – | 0.01% | 423 |
|
|
2018
Q4 | $25K | Sell |
922
-1,700
| -65% | -$46.1K | 0.01% | 409 |
|
|
2018
Q3 | $108K | Hold |
2,622
| – | – | 0.05% | 270 |
|
|
2018
Q2 | $118K | Sell |
2,622
-504
| -16% | -$22.7K | 0.05% | 265 |
|
|
2018
Q1 | $157K | Hold |
3,126
| – | – | 0.07% | 209 |
|
|
2017
Q4 | $156K | Sell |
3,126
-39
| -1% | -$1.95K | 0.08% | 208 |
|
|
2017
Q3 | $146K | Buy |
3,165
+2,243
| +243% | +$103K | 0.08% | 210 |
|
|
2017
Q2 | $40K | Hold |
922
| – | – | 0.02% | 397 |
|
|
2017
Q1 | $42K | Hold |
922
| – | – | 0.02% | 389 |
|
|
2016
Q4 | $46K | Buy |
+922
| New | +$46K | 0.03% | 364 |
|